Carlos Hollander is a registered investment advisor at Hollander Asset Management LLC, based in Miami, FL, with 19 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hollander Asset Management charges a percentage of your assets under management or consultation, up to 0.5%, based on the complexity and size of your portfolio. Hollander may also charge an incentive fee based on your account's performance above a certain threshold. The maximum annual fee charged to clients utilizing third-party managers will not exceed 1%, in addition to any fees assessed by the third-party manager.
Location
701 Brickell Ave, Suite 1550, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is the president of Hollander Consulting LLC and manager/managing member of several real estate investment companies (Pacaembu Realty LLC, Jardins Realty LLC, and Higienopolis Realty LLC). He is also a shareholder in two investment-related companies located in Brazil and a director of CdR Hollander Global Diversified Fund, spending minimal time on each of these activities.
Employment History
Current Registrations
Hollander Asset Management LLC
Previous Registrations
Cdr Hollander Asset Management LLC
Hollander Asset Management, LLC
Hollander Asset Management, LLC
Bigsur Wealth Management, LLC
State Capital Wealth Management INC
Guggenheim Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.